How to create Incident block in VA to update location information based on caller?
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05-27-2024 07:37 AM
How do I create a incident block in virtual agent designer which should populate the location information based on the user (caller) ?
My incident block was creating the incident with location information blank on the incident form. I was able to update the Incident record with business service and Assignment group by getting the input variables from the calling topic and using the record action utility inside the block but Its not picking the location when I use the record action utility.
could you please help me overcome this road block? what are the possible ways to pull the information and update the record. I have attached my design here
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07-28-2024 02:15 PM
did you ever find out the answer? I'm currently in the same and trying to create an incident and get location to autopopulate based on user.
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07-30-2024 04:57 AM
Hi LearnnTravel,
The problem was with only few specific records which doesn't have location. Records with location information were auto populated. Hence, location information was asked from the user and used dynamic choice to select the location based on the input from the user ( uses location table ) and updated the record for the exception cases which doesn't have location.
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07-30-2024 06:45 AM
Would you mind showing me the dynamic choice you have create and how you referenced it to the location table? I am still very stuck on what I'm doing. For all of my users, locations are already in the account, I just can't get that to populate when creating an incident.
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08-08-2024 10:03 AM
if you choose user ( user table ) as the input variable for the caller, it should populate the information from the record or you could also ask the client about the current location and search in the location table to update the record. get the input for the incident block and pass the input to the components inside the block.